"ploughing several billion dollars into [ARKK] even for a few days is pretty ballsy"
The FT reckons a rather large trade actually wasn't tax-motivated
I’ll be at Future Proof 9/7 - 9/9. See you there?
What I’m reading…
ARKK gets Bullish
ETF.com: It was a heartbeat trade
FT: No, it wasn’t
Jeffrey Ptak (Morningstar): Agree, it probably wasn’t
Factset (Kashner): Heartbeat trade deep dive 👌👌👌
Thinking about risk